Creative Financial Designs’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Creative Financial Designs’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9K	Hold	600	–	–	﹤0.01%	1283
2025 Q4	$14.2K	Hold	600	–	–	﹤0.01%	1256
2025 Q3	$14.9K	Hold	600	–	–	﹤0.01%	1238
2025 Q2	$14K	Hold	600	–	–	﹤0.01%	1239
2025 Q1	$14.4K	Hold	600	–	–	﹤0.01%	1186
2024 Q4	$13.2K	Hold	600	–	–	﹤0.01%	1151
2024 Q3	$13.9K	Sell	600 -250	-29%	-$5.35K	﹤0.01%	1108
2024 Q2	$17.2K	Hold	850	–	–	﹤0.01%	1030
2024 Q1	$16.7K	Buy	850 +250	+42%	+$4.79K	﹤0.01%	1014
2023 Q4	$11.4K	Buy	+600	New	+$10.6K	﹤0.01%	1049

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Financial Designs's HTD Position: Q1 2026 in Review

Creative Financial Designs held its John Hancock Tax-Advantaged Dividend Income Fund (HTD) position steady in Q1 2026 at 600 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Creative Financial Designs first reported a position in HTD in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.2K in Q2 2024. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Creative Financial Designs held 600 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $14.9K as of Q1 2026.
Creative Financial Designs left its John Hancock Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1283 holding.
Creative Financial Designs first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $17.2K in Q2 2024.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.